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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,499 | $183,592-63.8% | $155,574-57.3% | $145,877-54.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.11% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $9,490 | $5,317+78.5% | $4,676+103.0% | $4,663+103.5% |
| Participant deferral / active EE | $2,518 | $6,466-61.1% | $5,629-55.3% | $6,691-62.4% |
| Admin fee / account holder | $528 | $19,316-97.3% | $15,914-96.7% | $13,402-96.1% |